GABELLI FUNDS LLC NFG — NATIONAL FUEL GAS CO

Ownership history in GABELLI FUNDS LLC  ·  65 quarters on record

AI Ownership Summary

GABELLI FUNDS LLC reported NATIONAL FUEL GAS CO (NFG) in 65 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.48% in 2026 Q1. The latest visible filing shows NFG at 1.48% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this NFG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GABELLI FUNDS LLC's position in NATIONAL FUEL GAS CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NFG was reported at 1.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.48% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NFG stock page GABELLI FUNDS LLC fund profile GABELLI FUNDS LLC full holdings
How GABELLI FUNDS LLC held NFG — position size vs. price
% of Fund (quarterly)    NFG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 2,331,863 -23,419 -1.0% 1.48% $219.1M 2026-05-14 $81.51
2025 Q4 REDUCED — — — 2,355,282 -3,800 -0.2% 1.28% $188.6M 2026-02-05 $84.18
2025 Q3 REDUCED — — — 2,359,082 -19,000 -0.8% 1.48% $217.9M 2025-11-14 (Est.) $80.04
2025 Q2 REDUCED — — — 2,378,082 -74,000 -3.0% 1.43% $201.4M 2025-08-14 (Est.) $86.21
2025 Q1 REDUCED — — — 2,452,082 -66,600 -2.6% 1.48% $194.2M 2025-05-14 $77.49
2024 Q4 ADDED — — — 2,518,682 +2,100 +0.1% 1.15% $152.8M 2025-02-13 $70.01
2024 Q3 REDUCED — — — 2,516,582 -16,900 -0.7% 1.10% $152.5M 2024-11-13 $58.58
2024 Q2 ADDED — — — 2,533,482 +24,800 +1.0% 1.04% $137.3M 2024-08-13 $56.03
2024 Q1 ADDED — — — 2,508,682 +84,305 +3.5% 0.99% $134.8M 2024-05-14 $53.33
2023 Q4 REDUCED — — — 2,424,377 -31,623 -1.3% 0.94% $121.6M 2024-02-13 $43.99
55 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding NFG

As of 2026 Q1 — sorted by position size

Heights Point Management, LP 4.52% MANAGED ASSET PORTFOLIOS, LLC 3Y 7Y 4.37% Energy Income Partners, LLC 3Y 7Y 3.92% Aventail Capital Group, LP 3Y 3.25% Barnett & Company, Inc. 3Y 7Y 3.22% MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 3Y 7Y 3.1% Yaupon Capital Management LP 3Y 7Y 3.06% BERNZOTT CAPITAL ADVISORS 3Y 7Y 3.0% EDMP, INC. 3Y 7Y 2.55% CHASE INVESTMENT COUNSEL CORP 3Y 7Y 1.92%

FAQ About GABELLI FUNDS LLC and NFG

These are the practical questions this page is built to answer before you even open the full history table.

How long has GABELLI FUNDS LLC reported owning NFG?

GABELLI FUNDS LLC reported NFG across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported NFG position in GABELLI FUNDS LLC's portfolio?

The largest reported portfolio weight for NFG was 1.48% in 2026 Q1.

What is the latest reported NFG position on this page?

The most recent filing on this page is 2026 Q1, when GABELLI FUNDS LLC reported 2,331,863 shares, equal to 1.48% of portfolio, with an estimated market value of $219.1M.

What does the chart on this NFG ownership page compare?

The chart compares GABELLI FUNDS LLC's quarterly NFG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did GABELLI FUNDS LLC time their NFG position?

Based on 13F filing dates vs. subsequent NFG price moves, GABELLI FUNDS LLC correctly timed 34 out of 61 reported position changes (56%).

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